The business record that lives in WhatsApp
Every dollar, every job, every customer — recorded as you talk.
AI assistants answer messages. Hey Patrice does a different job: it keeps the record. Say what happened — the sale, the expense, the promise, the job — and it writes the ledger, sends the invoice, chases what you're owed and tells you what you actually made. Your books are straight without you ever opening a spreadsheet.
$69 platform fee a month · No card up front · No new phone number to begin · Meta bills its own messages to you
Already signed up? Open your Vault — bookmark it so it's always one tap away.
Try it right now — free
This is the real Patrice. Type a message in the box below, or tap one of the suggestions — it answers for real.
Not sure what to say? Tap one:
Live demo · real answers · nothing is saved or sent
The optional half
Patrice keeps your record from day one. Answering your customers is the next step.
You do not need a phone number to start, and nothing about your books waits on one. When you do want Patrice on your customer line, it runs on your business's own WhatsApp number — never a line shared with other companies. We'd rather say the hard part on the front page than after you've paid: today Meta will only attach a number that has never had a WhatsApp account on it, even a deleted one, so most owners use a fresh SIM or a second business line and leave their personal number alone.
Sign up and start recording — no number needed
Message Patrice, answer a few questions about your business, and start putting your sales, expenses, customers and invoices through it the same day. This half needs nothing from Meta and costs you nothing to try.
When you want your line covered, connect a number
In the Vault, press Connect your WhatsApp. Meta's own window opens, you pick your business and your number, and verify it with a code they text you. Today that number must be one that has never had a WhatsApp account on it — a fresh SIM or a second business line.
Patrice answers in your business name
From that moment your customers message your number, Patrice answers as your business, and every order, payment and promise it handles lands in the same record you've already been building.
Why we insist on it
- ✓The number is yours. Your customers, your brand, your history — if you ever leave, it all stays with you.
- ✓No message markups. Meta bills your own account at its published rates. We don't sit in the middle and add a margin.
- ✓Nobody else's business shares your line, so nothing can ever be mixed up with another company's records.
Want to feel it first?
The chat at the top of this page is the real thing. Type into it and Patrice answers for real — nothing is saved and nothing is sent. Your 14 free days start the moment you sign up, with no card and no number, and connecting a number later adds 7 more days.
Try the chat aboveHow the record gets written
You don't fill anything in. You just say what happened.
Bookkeeping software fails small businesses because somebody has to sit down and enter it. Patrice removes that step entirely: say “Hey Patrice” — typed or spoken, in your own dialect — and the entry is made while the money is still in your hand.
- · Type it or say it — “Hey Patrice, log 12k from Dave”.
- · Once the conversation is open, drop the wake word and just talk.
- · No menus, no commands, no codes to memorise.
Hey Patrice
Right here. What happened?
invoice Tool Shed 180k for the signage
Invoice #0043 drafted for Tool Shed · $1,800. Reply 1 to send it now.
Like Siri. Like Alexa. In WhatsApp.
The problem
Most small businesses aren't badly run. They're just un-recorded.
The money moves faster than the paperwork. Patrice closes that gap by living where the business is already discussed.
Today
A good month, and you still can't say what you made
With Patrice
Income and costs sit against the job. Profit is a number Patrice can tell you today, not a guess in March.
Today
Cash in your pocket, nothing written down
With Patrice
Say it once. It's in the ledger before you put the phone back down.
Today
You keep extending credit to the customer who never pays on time
With Patrice
Every customer carries their own payment history. Patrice tells you how they've behaved before you commit.
Today
Tax time is a shoebox and a scramble
With Patrice
The books are closed as you go. One press produces the pack your accountant asks for.
What it records
Six things, written down properly, without you writing anything down.
You talk about your business the way you always have. Patrice turns that talk into a record that holds up — no menus, no fields, no training.
The ledger
Every dollar, in and out, with the story attached
Type it, voice-note it, or forward a photo of the receipt. Patrice recognises the person, the amount and the job, writes it to the ledger and confirms in one message. Got it wrong? You have 15 minutes to say “undo”.
paid the hardware store 18,500 for cement
Expense logged: $185 · cash · Hardware store · materials. Bel Air job costs now $1,185. Note: cement is 9% dearer than June.
Job profit
What the work actually made you
Every job carries its own income and its own costs, gathered as you talk about it. So you can ask what a job made — not what you invoiced for it — and settle the question that most small businesses never actually answer.
what did the Bel Air job make
Bel Air · invoiced $1,825 · costs $1,185 · profit $640 (35%). Your average on this kind of job is 41% — labour ran over by two days.
Who owes you
Your people, remembered — including how they pay
Every client, supplier and worker builds a profile as you talk about them: numbers, jobs, what they owe, when they last paid, whether they pay late. No forms, no data entry — and a straight answer before you give credit again.
should I give Ramnarine credit again
Ramnarine Singh · 3 jobs · $250 outstanding since 4 Mar. Pays an average of 11 days late, but has never not paid. Your call — I'd ask for half up front.
Get paid
Invoices, quotes and receipts that settle themselves
Numbered sequentially, carrying your logo, your colours and your trading name, and able to carry a card payment link through your own connected Stripe account. The money goes straight to you — Patrice marks it paid, logs the income and confirms it in chat.
invoice Wilton 85k for the gate
Invoice #0044 sent to Wilton · $850 · pay link attached. I'll let you know the second it's paid.
The chasing
It follows up so you don't have to
Patrice watches every due date. When something turns due-soon or overdue, it drafts the polite version of the message you'd rather not write, and waits for your tap.
Ramnarine is 4 days overdue on $250. Draft: “Evening Mr Ramnarine — just a gentle reminder about the 250 for the March job.” Reply 1 to send.
Orders and stock
What you sold, and what's left on the shelf
Tell Patrice what you sell and what you have. Orders that come in — by message, phone call or walk-in — get recorded, counted out of stock and turned into a numbered invoice, so the shelf and the books agree.
sold 3 bags coconut drops to the lady from Kitty
Sale logged · $15 · 37 bags left. That's 22 bags this week — at this rate you run out Thursday.
Why the record matters
Once it's all written down, Patrice can tell you things you've never been able to ask.
This is the part a chat assistant can't do. Answering a message is one thing. Knowing what the job made, who pays late and whether Friday is covered takes a complete record of your money — and that is exactly what Patrice has been building while you worked.
What the job actually made
Income and costs sit against the same job, so profit is a number instead of a feeling. Ask “what did Bel Air make?” and get the answer, not the invoice total.
Who is safe to give credit to
Every customer quietly builds a payment history — how much, how often, how late. Before you hand over goods on trust, Patrice can tell you how that person has actually behaved.
When a supplier raises the price
Patrice remembers what you paid for the same item last time. When it costs more, you hear about it while you can still argue — not months later in the totals.
When a quote is priced too low
It knows what this kind of work usually costs you. Price a job below your normal margin and it says so before the quote leaves your hands.
Whether next week is covered
Money promised in against money due out. Ask if you can cover the payroll or the materials order on Friday, and get a straight yes, no, or “only if Ramnarine pays”.
What you made this month
A plain-English close of the month — income, costs, profit, who still owes — without an accountant, a spreadsheet or a single form.
Who did what
With a team on the account, every entry carries the person who made it. You can see who logged the sale, who collected the cash and who closed the job.
Books that are already tax-ready
Because the record is built as you go, it never has to be reconstructed. One press produces the pack your accountant or tax office asks for.
And everything else
The rest of the business, in the same chat.
No extra apps, no add-on prices. It's all included from the first day of your trial.
Talk instead of typing
Leave a voice note the way you'd speak to a person. Patrice transcribes it, works out what you meant and writes it to the record — in your own words and your own dialect.
One note, many entries
“Job 402 done, client paid cash, and remind me to order cement Friday” becomes a closed job, a logged payment and a task — from a single voice note.
Any currency, one set of books
Say 50 euros or 200 US and Patrice converts to your business currency at the day's rate, keeping the original amount and rate on the record.
Teach it your business
Correct it once and it stays corrected. Your trading name, your prices, your tone, the words you never want used with customers.
It holds you to your promises
“Tell Sharon I'll drop the quote Tuesday.” Patrice remembers and reminds you before it slips — your word is part of the record too.
Sunday prep, Monday briefing
Quietly assembles the week ahead on Sunday evening so your Monday starts with the plan, not the pile.
Stock, staff and pay
Inventory counts, staff roles and permissions, payroll runs and payslips — all recorded in the same conversation.
Contracts, read and tracked
Send the PDF. Patrice pulls out the parties, the value and every deadline, then keeps those obligations in front of you until they're met.
Files your accountant accepts
Every report comes out as a proper PDF or spreadsheet — ledgers, statements, invoice history — without you opening a spreadsheet app.
A Tuesday with Patrice
You keep working. It keeps the book.
- 07:00
Morning briefing
Money due today, who's overdue, what's waiting on you — as a message, or a 30-second voice note if you'd rather listen while you drive.
- 09:20
You quote a job
“Quote Tool Shed 180k for the signage.” Patrice drafts it — and warns you it's below the margin you normally get on signage.
- 10:14
A payment lands
“Sharon paid 40k” → logged, receipt issued, balance updated, customer record touched.
- 13:02
A new lead scans your card
The QR takes them into a chat. Patrice takes their details and drops them in your pipeline as a lead.
- 14:20
You buy materials
“Paid the hardware store 18,500 for cement.” Booked to the Bel Air job — and flagged: cement is up 9% on what you paid in June.
- 16:40
A contract arrives
Forward the PDF. Patrice reads it and proposes the parties, the value and every deadline it contains.
- 18:00
The daily download
Talk for two minutes about your day. Patrice splits it into jobs done, money moved, tasks for tomorrow.
- 19:00
You close the phone
Nothing to type up. The book is already straight — and you know the Bel Air job made $640, not “about six hundred”.
The Vault
One screen, for when you want the whole picture.
Money in and out, who owes what, every contract, every document, and a plain-English timeline of every decision Patrice made on your behalf. Read-only by design — the work happens in chat. Records stay tax-time ready all year, so your accountant gets one clean pack instead of a shoebox.
- —Cash position and outstanding balances
- —Contracts, signatures and their extracted obligations
- —Invoices, quotes and receipts with delivery status
- —Sales pipeline from lead to won
- —Stock counts, staff, payroll runs and reports
- —Ledgers, statements and reports as PDF and spreadsheet
- —Promises you made, and what you taught Patrice
- —Full audit trail of every action taken
Who it's for
Businesses where the money is fast and the record is slow.
If you take cash, give a price on the spot, and carry half the business in your head — Patrice was built for you.
One plan. One flat fee.
Free for 14 days with 500 messages, no card. After that it's a $69 a month platform fee — no tiers, no upsells, no setup fee. Weigh it against what bookkeeping, invoicing and customer-management software cost you separately, because that is the work it replaces. WhatsApp messages are billed by Meta to your own account; we never mark them up. Use it for two weeks on real jobs and real money; if it hasn't paid for itself, walk away.
Everything, from day one
$69 / month
One price, everywhere in the world, billed in USD. Or pay yearly and get two months free.
- ✓Cash ledger — every dollar in and out, with the person and the job attached
- ✓Job profit: what each job cost, what it earned, what you actually made
- ✓Customer book with payment history and credit standing
- ✓Supplier prices watched, and margin warnings before a quote goes out
- ✓Cash-flow look-ahead and a plain-English close of every month
- ✓Branded invoices, quotes and receipts, with card payment links
- ✓Automatic chasing of what you're owed, always shown to you first
- ✓Contracts read, drafted, signed and their deadlines tracked
- ✓Stock counts, orders, staff, payroll and payslips
- ✓Morning briefing, evening download and Sunday week-prep
- ✓Multi-currency, live rates, and dialect understanding
- ✓Books kept tax-ready all year, with a one-press accountant pack
- ✓Owner plus up to 10 team members, each with their own role
- ✓3,000 messages and voice notes a month, shared by the whole team
- ✓Optional: connect your own WhatsApp number and Patrice answers your customers too
How billing works
- One flat fee per business
- Not per message, not per invoice, not per customer. Your whole team works on the same account for the same price.
- The same price everywhere
- Every country, one rate, billed in USD. Nobody pays more for where they live.
- Cheaper than an afternoon of admin
- About $2.30 a day. One invoice sent on time or one debt collected covers the month.
- Your data stays yours
- Export everything to a spreadsheet at any time, including on the way out.
Straight answers
- How is this different from the AI assistants WhatsApp and Meta offer?
- They do a different job. Meta's AI is built to hold a conversation — answer a question, write a message, keep a chat going. Hey Patrice is built to keep your record: what was sold, what it cost, who still owes you, what each job actually made, and books your accountant can accept at year end. A conversation ends when the chat closes. A record has to still be right in March when the tax is due. If Meta's assistant helps you talk to customers, good — Patrice is what remembers the money afterwards.
- Does Patrice answer my customers too?
- It can, once you connect your business's own WhatsApp number — but that is one capability, not the product. From the first day, before any number is connected, Patrice is already keeping your ledger, your customer balances, your invoices and your books. Answering customers is the step you take when you want your line covered as well.
- What does Patrice actually keep for me?
- Every sale and expense with the person and the job attached; what each customer owes and how they've paid in the past; what each job cost and what it made; your suppliers and what you last paid them; your invoices, quotes and receipts as numbered PDFs; your stock, staff and payroll; and a full audit trail of every action taken. All of it built from ordinary messages and voice notes — no forms, no data entry.
- Do I need an accountant to use it?
- No — and that's partly the point. Patrice closes your books as you go, so at any time you can ask what you made this month and get a plain-English answer. When you do use an accountant, one press in the Vault gives them a clean pack of spreadsheets instead of a shoebox.
- Whose WhatsApp number do my customers message?
- Your own — always. Hey Patrice never puts your customers on a number shared with other companies. In the Vault you press Connect your WhatsApp, Meta's own window opens, you pick your number and verify it with a code. About ten minutes, once.
- Do I need a brand-new number to start?
- Not to start. You can sign up and use Patrice on your own side today with no number connected at all — the ledger, the invoices, the customer book and the books all work. You only need a number when you want Patrice answering your customers, and today Meta requires that number to be one that has never had a WhatsApp account on it, even a deleted one. Meta has since introduced an option that lets a business keep the WhatsApp Business number it already uses; we are working through it and will tell you plainly the day it is available here.
- Can I try it before I go through all that?
- Yes. The chat window on this page is the real Patrice — type into it and it answers for real. Nothing is saved or sent. When you're ready to run your actual business through it, that's when the number setup happens.
- If I leave, do I keep my number and my records?
- Both. The number is registered under your own Meta Business account in your name — cancelling only removes our permission to answer on it, and we can't take it, lock it or reuse it. Your records come with you too: one press in the Vault downloads your customers and suppliers with what they still owe, every invoice and receipt, and all your money records as spreadsheet files any accountant can open. The same download includes written steps for putting the number back on the WhatsApp Business phone app. Nothing is ever deleted, so if you come back everything is where you left it.
- How do I get help if something goes wrong?
- Ask Patrice in the same chat — it answers support questions itself, in plain words. Anything it can't answer, or anything about billing, goes straight to a person on our team, and you can also write to support@heypatrice.com any time. There is no phone tree and no ticket number to remember.
- Do I have to install anything?
- No. Patrice lives in WhatsApp, the app you already have open. The Vault is a web page you can open when you want to see everything at once — most owners open it once a week.
- Can I talk instead of type?
- Yes. Send a voice note the way you'd speak to a person — Patrice listens, works out what you meant and records it, in your own words and your own dialect. One note can hold several things at once; Patrice splits them into the right places.
- Does it reach out to me, or only when I message it?
- Both. It sends your morning briefing at the time you choose, nudges you about a receipt after a meeting ends, prompts you for a two-minute download in the evening, and prepares your week on Sunday night. You can turn any of it off.
- I take payments in different currencies. Is that a problem?
- No. Say the amount in whatever currency it was — Patrice converts to your business currency at the day's rate and keeps the original amount and rate on the record.
- What if it gets something wrong?
- Anything involving money can be undone for 15 minutes with one word. Anything Patrice isn't confident about, it asks you first instead of guessing.
- Who can see my numbers?
- Only your business. Every record is locked to your account at the database level, and the Vault only ever shows your own rows.
- What does it cost?
- The platform fee is $69 a month, everywhere in the world. That covers the software, AI, Vault and every feature for up to 10 team members. Compare it against what bookkeeping, invoicing and customer-management tools cost separately, not against a chat subscription. WhatsApp messages you send and receive are billed separately by Meta to your own WhatsApp account — we never mark them up. 14 days free with 500 messages, no card needed. Pay yearly and two months are free.
Start the record today.
Message Patrice on WhatsApp, answer a few quick questions about your business, and start putting your real sales, expenses and customers through it the same day. No card, and no new phone number needed to begin.
Stuck at any point? Ask Patrice right in the chat — it answers support questions itself, and passes anything it can't answer to a person. Or write to support@heypatrice.com.
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